Method

The Time Tracking app syncs your time tracking entries from QuickBooks.

Although the app will work out-of-the-box, there are a few things to configure if you wish to approve time tracking entries.

This document will be broken up into three sections:

Sync setup - allow for time tracking approval

Time Tracker - settings for a user who needs to track their time

Time Approver - permissions for the user who will approve time tracking entries

- Sync setup - allow for time tracking approval
- Time Tracker - settings for a user who needs to track their time
- Time Approver - permissions for the user who will approve time tracking entries

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In order to approve time tracking entries, the entries must be set to wait before syncing to QuickBooks.

On the Time Tracking app, select the vertical ellipsis [<code> ⋮ </code>] and choose Preferences.

Make sure that Require Approval to Sync is checked. (The below image is for those connected to a QuickBooks Online account. QuickBooks Desktop has a few more options).

1. On the Time Tracking app, select the vertical ellipsis [<code> ⋮ </code>] and choose Preferences.

2. Make sure that Require Approval to Sync is checked. (The below image is for those connected to a QuickBooks Online account. QuickBooks Desktop has a few more options).

With this enabled, you can now set up your users.

A user who will track their time will need to have their Method account linked to a QuickBooks entity (employee or vendor), and they will need to have permission to the Time Tracking app.

Click your profile icon in the upper right, and select Account Settings.

Within the Account Settings, select the Users to get into the User Settings, and then select the user who needs to keep track of their time. In the below example, we are selecting the user Mary.

For your user, link them to a QuickBooks Entity. This helps pre-fill the Employee/Vendor on time entries and is recommended for all users tracking their own time.

Still on the same page, select Access permissions on the tabs at the top.

Within Application permissions, click Manage permissions.

On this Application Access screen, scroll down and expand the Time Tracking pack. Click App pack enabled to make sure they have Access permissions so the app shows on their dashboard.

Scroll down and click the Save all changes button.

Make sure you do steps 2 - 6 for every user who needs time tracking.

1. Click your profile icon in the upper right, and select Account Settings.

2. Within the Account Settings, select the Users to get into the User Settings, and then select the user who needs to keep track of their time. In the below example, we are selecting the user Mary.

3. For your user, link them to a QuickBooks Entity. This helps pre-fill the Employee/Vendor on time entries and is recommended for all users tracking their own time.

4. Still on the same page, select Access permissions on the tabs at the top.

5. Within Application permissions, click Manage permissions.

6. On this Application Access screen, scroll down and expand the Time Tracking pack. Click App pack enabled to make sure they have Access permissions so the app shows on their dashboard.

7. Scroll down and click the Save all changes button.
8. Make sure you do steps 2 - 6 for every user who needs time tracking.

Once your time tracking users are set up, you will need to give the approve permission to the user who approves the entries.

As with the time tracker, go into the Manage the permissions for the time tracking pack.

1. As with the time tracker, go into the Manage the permissions for the time tracking pack.
2. Check the Approve checkbox.

3. Scroll down and click the Save all changes button.

If you want to approve time tracking entries, you must configure the Time Tracking app's preferences.

Sync Setup

Time Tracker

Time Tracking Approver